+73.7%
ILMN vs PLTU
-46.5%
+120.2%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.3% | -5.2% | -1.3% |
| 7D | -6.0% | -0.9% | -5.1% | -6.1% |
| 30D | -23.0% | -34.7% | +11.7% | -20.7% |
| 3M | +10.4% | -10.8% | +21.2% | +11.6% |
| 6M | +49.4% | +24.1% | +25.4% | +46.8% |
| YTD | +62.3% | -36.8% | +99.2% | +69.8% |
| 1Y | +73.7% | -47.0% | +120.7% | +84.9% |
| All | +73.7% | -46.5% | +120.2% | +84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling